A complete list of active advisors currently associated with SHP Wealth Management, LLC

Warmer can help you find a great advisor at SHP Wealth Management, LLC or one who fits your needs even better.

SHP Wealth Management provides portfolio management, financial planning, pension consulting, and educational workshops for individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charities, and corporations. The firm also serves other investment advisers by acting as a sub‑adviser and licensing model portfolios and research to unaffiliated RIAs. SHP customizes an Investment Policy Statement for each client, takes discretionary authority for day‑to‑day trading, and uses fundamental, cyclical and modern portfolio theory with a long‑term trading orientation to guide asset allocation and ongoing monitoring. Its fees are primarily percentage‑of‑AUM and negotiated sub‑adviser or consulting arrangements; the firm generally does not offer fixed‑fee programs and certain model‑construction services are billed quarterly in advance. The firm underwent a change in ownership effective December 31, 2025, when its assets were assigned to SHP Financial HoldCo and acquired by Bluespring Wealth Partners, a Kestra Holdings affiliate, creating new affiliations with other Kestra entities (including a related trust company) and related potential conflicts of interest. SHP’s business model also includes insurance sales by supervised persons, a standing‑letter‑of‑authorization custody practice, a Goldman Sachs securities‑backed lending arrangement with internal safeguards, and a $1,000,000 account minimum that may be waived in discretion.

To learn more about the advisors currently working at SHP Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.